Responsibilities:
- Develop existing and new client relationships
- Conduct financial analysis and profiling sessions with clients to understand their financial needs and objectives
- Understand clients’ background and conduct KYC due diligence, so as to comply with all regulations and policies in line with the regulatory and internal requirements
Requirements:
- Client-focused with excellent interpersonal and communication skills
- At least 8-10 years of relevant experience in Wealth Management sector
- Strong product knowledge in wealth management to advise clients on investment portfolio
- Good understanding of regulatory guidelines, Compliance, AML and CDD requirements
- Relevant tertiary education and financial certifications
